SCHWAB STRATEGIC TR US DIVIDEND EQ
(808524797)
Funds Reporting Holdings of SCHWAB STRATEGIC TR US DIVIDEND EQ according to 13F filings
| Firm Name | Shares Held / Principal Amount | Market Value | Option | Report Period | Effectiveness Date |
|---|---|---|---|---|---|
| Charles Schwab Investment Advisory Inc | 8,824,384 | $468,311k | Jun 30, 2019 | Aug 12, 2019 | |
| Asset Advisors Investment Management LLC | 1,400,996 | $74,351k | Jun 30, 2019 | Jul 25, 2019 | |
| Pinkerton Retirement Specialists LLC | 555,536 | $29,482k | Jun 30, 2019 | Aug 6, 2019 | |
| Summit Asset Management LLC | 449,232 | $23,841k | Jun 30, 2019 | Aug 7, 2019 | |
| Legacy Financial Strategies LLC | 370,301 | $19,856k | Jun 30, 2019 | Jul 15, 2019 | |
| Financial Sense Advisors Inc | 300,645 | $15,955k | Jun 30, 2019 | Aug 2, 2019 | |
| Wellesley Investment Partners LLC | 237,586 | $12,608k | Jun 30, 2019 | Aug 5, 2019 | |
| Hengehold Capital Management LLC | 182,915 | $9,707k | Jun 30, 2019 | Jul 23, 2019 | |
| Keystone Financial Planning Inc | 165,674 | $8,792k | Jun 30, 2019 | Aug 5, 2019 | |
| Acorn Wealth Advisors LLC | 141,805 | $7,466k | Jun 30, 2019 | Aug 14, 2019 | |
| Wealthplan Partners Inc | 129,247 | $6,780k | Jun 30, 2019 | Aug 19, 2019 | |
| Signature Financial Management Inc | 143,772 | $6,752k | Dec 31, 2018 | Feb 13, 2019 | |
| Mcmahon Financial Advisors LLC | 123,479 | $6,553k | Jun 30, 2019 | Aug 6, 2019 | |
| SVA Plumb Wealth Management LLC | 121,908 | $6,470k | Jun 30, 2019 | Aug 13, 2019 | |
| Vista Private Wealth Partners LLC | 113,800 | $5,985k | Jun 30, 2019 | Aug 27, 2019 | |
| Cardan Capital Partners LLC | 107,351 | $5,697k | Jun 30, 2019 | Jul 16, 2019 | |
| LVW Advisors LLC | 86,285 | $4,579k | Jun 30, 2019 | Aug 14, 2019 | |
| Spectrum Management Group Inc | 85,985 | $4,563k | Jun 30, 2019 | Aug 2, 2019 | |
| Spectrum Group Management LLC | 85,985 | $4,563k | Jun 30, 2019 | Aug 2, 2019 | |
| Alphastar Capital Management LLC | 78,738 | $4,179k | Jun 30, 2019 | Aug 14, 2019 | |
| Ausdal Financial Partners Inc | 76,201 | $4,177k | Jun 30, 2019 | Aug 5, 2019 | |
| KMS Financial Services Inc | 97,270 | $3,751k | Sep 30, 2014 | Nov 17, 2014 | |
| The Northstar Group Inc | 69,465 | $3,687k | Jun 30, 2019 | Jul 12, 2019 | |
| Northstar Company LLC | 69,465 | $3,687k | Jun 30, 2019 | Jul 12, 2019 | |
| Newport Wealth Strategies Inc | 61,721 | $3,314k | Jun 30, 2019 | Jul 22, 2019 | |
| Planning Directions Inc | 61,765 | $3,278k | Jun 30, 2019 | Jul 15, 2019 | |
| JRM Investment Counsel LLC | 61,396 | $3,258k | Jun 30, 2019 | Aug 6, 2019 | |
| Burleson & Company LLC | 58,308 | $3,101k | Jun 30, 2019 | Aug 5, 2019 | |
| Northwest Investment Counselors LLC | 57,361 | $3,044k | Jun 30, 2019 | Jul 25, 2019 | |
| Hillview Capital Advisors LLC | 53,500 | $2,862k | Jun 30, 2019 | Aug 1, 2019 | |
| Fagan Associates Inc | 53,684 | $2,849k | Jun 30, 2019 | Jul 12, 2019 | |
| Bouchey Financial Group Ltd | 48,903 | $2,595k | Jun 30, 2019 | Jul 11, 2019 | |
| Summit Financial Wealth Advisors LLC | 45,345 | $2,406k | Jun 30, 2019 | Jul 16, 2019 | |
| Summit Wealth Advisors Inc | 45,345 | $2,406k | Jun 30, 2019 | Jul 16, 2019 | |
| Breiter Capital Management Inc | 41,614 | $2,208k | Jun 30, 2019 | Aug 23, 2019 | |
| The Financial Consulate Inc | 39,410 | $2,092k | Jun 30, 2019 | Jul 24, 2019 | |
| Nikulski Financial Inc | 37,036 | $1,988k | Jun 30, 2019 | Jul 22, 2019 | |
| Providence Wealth Advisors LLC | 36,490 | $1,948k | Jun 30, 2019 | Jul 22, 2019 | |
| Cambridge Advisors Inc | 33,763 | $1,792k | Jun 30, 2019 | Jul 26, 2019 | |
| Cambridge Advisors LLC | 33,763 | $1,792k | Jun 30, 2019 | Jul 26, 2019 | |
| BHK Investment Advisors LLC | 33,399 | $1,772k | Jun 30, 2019 | Aug 2, 2019 | |
| Apriem Advisors | 32,005 | $1,699k | Jun 30, 2019 | Aug 14, 2019 | |
| Clear Perspective Advisors LLC | 31,731 | $1,684k | Jun 30, 2019 | Aug 12, 2019 | |
| Fifth Third Securities Inc | 30,993 | $1,657k | Jun 30, 2019 | Jul 30, 2019 | |
| Broadleaf Partners LLC | 31,081 | $1,649k | Jun 30, 2019 | Jul 19, 2019 | |
| Capwealth Advisors LLC | 30,240 | $1,605k | Jun 30, 2019 | Aug 13, 2019 | |
| Cypress Capital Management LLC | 29,550 | $1,568k | Jun 30, 2019 | Aug 5, 2019 | |
| Brasada Capital Management LP | 28,941 | $1,560k | Jun 30, 2019 | Aug 7, 2019 | |
| Highland Private Wealth Management | 26,959 | $1,431k | Jun 30, 2019 | Aug 13, 2019 | |
| Secrest Blakey & Associates LLC | 26,441 | $1,414k | Jun 30, 2019 | Aug 13, 2019 | |
| Keating Investment Counselors Inc | 26,495 | $1,406k | Jun 30, 2019 | Aug 1, 2019 | |
| Lehman Financial Resources Inc | 24,703 | $1,309k | Sep 30, 2018 | Nov 14, 2018 | |
| Mcadam LLC | 23,873 | $1,267k | Jun 30, 2019 | Jul 30, 2019 | |
| Armor Investment Advisors LLC | 23,738 | $1,260k | Jun 30, 2019 | Aug 13, 2019 | |
| Armor Advisors LLC | 23,738 | $1,260k | Jun 30, 2019 | Aug 13, 2019 | |
| Harborview Advisors LLC | 20,570 | $1,092k | Jun 30, 2019 | Aug 7, 2019 | |
| RKL Wealth Management LLC | 20,397 | $1,083k | Jun 30, 2019 | Aug 2, 2019 | |
| Liberty Capital Management Inc | 19,952 | $1,059k | Jun 30, 2019 | Jul 15, 2019 | |
| Hoylecohen LLC | 19,895 | $1,056k | Jun 30, 2019 | Aug 9, 2019 | |
| Alliance Wealth Management Group LLC | 19,809 | $1,051k | Jun 30, 2019 | Aug 12, 2019 | |
| GHP Investment Advisors Inc | 19,240 | $1,021k | Jun 30, 2019 | Aug 2, 2019 | |
| Stadion Money Management LLC | 18,882 | $1,002k | Jun 30, 2019 | Aug 14, 2019 | |
| Stearns Financial Services Group Inc | 18,240 | $968k | Jun 30, 2019 | Aug 14, 2019 | |
| SWS Partners LLC | 17,476 | $941k | Jun 30, 2019 | Aug 13, 2019 | |
| Strategic International Limited | 17,525 | $930k | Jun 30, 2019 | Jul 29, 2019 | |
| Stony Point Wealth Management Inc | 15,724 | $844k | Jun 30, 2019 | Jul 23, 2019 | |
| Madden Advisory Services Inc | 13,381 | $710k | Jun 30, 2019 | Jul 22, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 13,255 | $703k | Jun 30, 2019 | Jul 15, 2019 | |
| Hamel Associates Inc | 12,061 | $640k | Jun 30, 2019 | Aug 5, 2019 | |
| Total Investment Management Inc | 11,830 | $613k | Jun 30, 2019 | Aug 7, 2019 | |
| Total Management Group Inc | 11,830 | $613k | Jun 30, 2019 | Aug 7, 2019 | |
| RAUB Brock Capital Management LP | 10,561 | $560k | Jun 30, 2019 | Jul 23, 2019 | |
| Cedar Wealth Management LLC | 10,431 | $554k | Jun 30, 2019 | Jul 24, 2019 | |
| Kiley Juergens Wealth Management LLC | 10,396 | $551k | Jun 30, 2019 | Jul 11, 2019 | |
| LLBH Private Wealth Management LLC | 9,659 | $513k | Jun 30, 2019 | Aug 13, 2019 | |
| Ancora Family Wealth Advisors LLC | 11,834 | $501k | Sep 30, 2016 | Nov 4, 2016 | |
| Gradient Capital Advisors LLC | 9,370 | $497k | Jun 30, 2019 | Jul 16, 2019 | |
| Plancorp LLC | 9,040 | $480k | Jun 30, 2019 | Aug 13, 2019 | |
| Intersect Capital LLC | 9,027 | $479k | Jun 30, 2019 | Aug 9, 2019 | |
| Highwater Wealth Management LLC | 8,849 | $470k | Jun 30, 2019 | Jul 18, 2019 | |
| American Money Management LLC | 8,787 | $466k | Jun 30, 2019 | Aug 12, 2019 | |
| Sawgrass Asset Management LLC | 8,440 | $448k | Jun 30, 2019 | Jul 23, 2019 | |
| Paulson Wealth Management Inc | 7,899 | $429k | Jun 30, 2019 | Jul 30, 2019 | |
| Baldwin Investment Management LLC | 7,950 | $422k | Jun 30, 2019 | Aug 6, 2019 | |
| New England Private Wealth Advisors LLC | 7,682 | $407k | Jun 30, 2019 | Aug 8, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 7,569 | $402k | Jun 30, 2019 | Aug 13, 2019 | |
| Blue CHIP Wealth Management Inc | 7,547 | $401k | Jun 30, 2019 | Aug 13, 2019 | |
| Strategic Advisors LLC | 7,537 | $399k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors LLC | 7,537 | $399k | Jun 30, 2019 | Jul 22, 2019 | |
| Strategic Investment Advisors Inc | 7,537 | $399k | Jun 30, 2019 | Jul 22, 2019 | |
| Windham Capital Management LLC | 7,500 | $398k | Jun 30, 2019 | Aug 14, 2019 | |
| Alley Company LLC | 7,433 | $394k | Jun 30, 2019 | Jul 30, 2019 | |
| Epstein and White Financial LLC | 7,111 | $378k | Jun 30, 2019 | Jul 19, 2019 | |
| Rainey & Randall Investment Management Inc | 7,012 | $372k | Jun 30, 2019 | Jul 18, 2019 | |
| Successful Portfolios LLC | 6,739 | $358k | Jun 30, 2019 | Jul 11, 2019 | |
| Clarkston Capital Partners LLC | 6,631 | $352k | Jun 30, 2019 | Jul 24, 2019 | |
| Mengis Capital Management Inc | 5,762 | $305k | Jun 30, 2019 | Jul 18, 2019 | |
| The Retirement Planning Group Inc | 5,492 | $291k | Jun 30, 2019 | Jul 25, 2019 | |
| WEIK Capital Management Inc | 4,845 | $257k | Jun 30, 2019 | Aug 9, 2019 | |
| Confluence Wealth Management LLC | 4,843 | $257k | Jun 30, 2019 | Aug 9, 2019 | |
| The Relaxing Retirement Coach Inc | 4,480 | $238k | Jun 30, 2019 | Aug 5, 2019 | |
| FORT PITT Capital Group LLC | 4,004 | $213k | Jun 30, 2019 | Aug 9, 2019 | |
| Kingfisher Capital LLC | 3,893 | $207k | Jun 30, 2019 | Aug 14, 2019 | |
| Evensky & KATZ LLC | 236 | $12k | Mar 31, 2019 | Aug 6, 2019 | |
| Transamerica Financial Advisors Inc | 185 | $10k | Jun 30, 2019 | Aug 21, 2019 | |
| RPG Investment Advisory LLC | 140 | $7k | Jun 30, 2019 | Jul 10, 2019 | |
| West Oak Capital LLC | 13 | $1k | Jun 30, 2019 | Jul 12, 2019 |